Purchases and Sales Made in Q3 2024 in Fiserv Inc (FISV)
This table provides information about the institutional ownership of Fiserv Inc (FISV) during Q3 2024. The information is specifically focused on institutions that hold shares of FISERV INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Ckw Financial Group
|
SELL
|
- |
-200- 10.53% |
N/A
|
1.7K
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-200- 1.76% |
N/A
|
11.2K
$1.4M
|
|
|
Oct 24, 2024
Q3 2024
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-201- 0.15% |
N/A
|
133K
$16.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-201- 11.14% |
N/A
|
1.6K
$201K
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-201- 14.7% |
N/A
|
1.17K
$146K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-202- 0.86% |
N/A
|
23.4K
$2.93M
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-204- 4.92% |
N/A
|
3.95K
$494K
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-204- 2.14% |
N/A
|
9.34K
$1.17M
|
|
|
Oct 25, 2024
Q3 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-206- 1.02% |
N/A
|
20K
$2.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-213- 1.04% |
N/A
|
20.3K
$2.54M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-216- 1.69% |
N/A
|
12.5K
$1.57M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-217- 7.89% |
N/A
|
2.53K
$317K
|
|
|
Oct 21, 2024
Q3 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-222- 1.19% |
N/A
|
18.5K
$2.31M
|
|
|
Oct 24, 2024
Q3 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-223- 0.26% |
N/A
|
85.7K
$10.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-225- 14.74% |
N/A
|
1.3K
$163K
|
|
|
Nov 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-226- 0.64% |
N/A
|
35.1K
$4.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-229- 8.93% |
N/A
|
2.33K
$292K
|
|
|
Oct 04, 2024
Q3 2024
|
Curated Wealth Partners LLC
|
SELL
|
- |
-230- 7.47% |
N/A
|
2.85K
$357K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-230- 4.88% |
N/A
|
4.49K
$562K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-230- 16.83% |
N/A
|
1.14K
$142K
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-231- 14.37% |
N/A
|
1.38K
$172K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-232- 4.04% |
N/A
|
5.52K
$691K
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-233- 14.45% |
N/A
|
1.38K
$173K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-233- 1.27% |
N/A
|
18.1K
$2.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Clayton Partners LLC
Berkeley, CA |
SELL
|
- |
-233- 0.84% |
N/A
|
27.6K
$3.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-237- 5.01% |
N/A
|
4.49K
$562K
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-240- 0.56% |
N/A
|
42.8K
$5.36M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-242- 1.43% |
N/A
|
16.7K
$2.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-244- 0.55% |
N/A
|
44.4K
$5.55M
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-249- 6.14% |
N/A
|
3.81K
$477K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-250- 4.23% |
N/A
|
5.67K
$710K
|
|
|
Nov 14, 2024
Q3 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-251- 16.0% |
N/A
|
1.32K
$165K
|
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-254- 1.62% |
N/A
|
15.4K
$1.93M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-255- 10.69% |
N/A
|
2.13K
$267K
|
|
|
Oct 09, 2024
Q3 2024
|
Tobam
|
SELL
|
- |
-256- 21.51% |
N/A
|
934
$117K
|
|
|
Nov 14, 2024
Q3 2024
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-258- 10.77% |
N/A
|
2.14K
$268K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-259- 15.04% |
N/A
|
1.46K
$183K
|
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-261- 1.22% |
N/A
|
21.1K
$2.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
SELL
|
- |
-266- 1.68% |
N/A
|
15.6K
$1.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-267- 0.13% |
N/A
|
200K
$25.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-268- 3.97% |
N/A
|
6.49K
$812K
|
|
|
Oct 25, 2024
Q3 2024
|
Jacobsen Capital Management
|
SELL
|
- |
-269- 13.86% |
N/A
|
1.67K
$209K
|
|
|
Oct 22, 2024
Q3 2024
|
Lafayette Investments, Inc.
|
SELL
|
- |
-275- 7.1% |
N/A
|
3.6K
$451K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-275- 96.49% |
N/A
|
10
$1.25K
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-280- 7.4% |
N/A
|
3.5K
$439K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-282- 2.55% |
N/A
|
10.8K
$1.35M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-283- 1.53% |
N/A
|
18.3K
$2.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-284- 1.71% |
N/A
|
16.3K
$2.05M
|
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-295- 0.11% |
N/A
|
277K
$34.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-300- 1.44% |
N/A
|
20.5K
$2.57M
|